To deliver effective retirement solutions, you need a partner whose business
is absolutely focused on the retirement plan business.
INTAC has the knowledge and experience to help you build your retirement plan practice. We believe that a true partner should be one that:
- Is objective and trustworthy
- Leaves you free to do what you do best - select and manage the best investments for each of your clients
- Understands the critical role you play in your clients’ retirement plan success
INTAC is that partner.
Our advisor-centric, credentialed team of professionals can help design, administer and consult on a benefit plan tailored to each of your client’s objectives. We actively support an array of plan design choices to meet client retirement and tax savings goals including:
- Large and small defined contribution plans for for-profit, non-profit and government organizations that include 401(k), 401(a), 401(b), 403(b) and 457 plans
- Traditional defined benefit plans
- Cash balance plans
- Other hybrid cross-tested or age-based plans
We tailor each retirement plan program
to the specific needs and goals of each client